Financial Advisor

Job description

Job Title: Financial Advisor

Established in 1938, my client is one of the oldest independently owned brokers in Ireland, providing insurance, wealth management, pensions, investments, employee benefits, and mortgage advisory services. With offices in Dublin and Drogheda, they offer expert financial solutions to private and commercial clients nationwide.

My client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role involves developing new business, managing an existing client base, and building a strong pipeline over a 4-5-year period. Hybrid role based in Dundrum with administrative support provided.

This role offers a competitive salary of up to €75,000 DOE, along with a generous bonus and commission structure. The hybrid working model is based in Dundrum, providing flexibility and work-life balance. Additional benefits include 23 days annual leave, 10 days paid sick leave, and a Defined Contributory Pension Scheme. Employees also receive Death in Service & Income Protection Cover, access to an Employee Assistance Programme, and sponsorship for exams and further study. A company laptop and mobile phone are provided, along with free parking for added convenience.

Key Responsibilities for the Financial Advisor

• Develop and maintain a pipeline of new business opportunities.
• Manage and grow relationships with existing clients.
• Conduct financial reviews and provide tailored recommendations.
• Ensure compliance with regulatory requirements.
• Maintain accurate client records on the CRM system.

Skills & Qualifications for the Financial Advisor

• QFA qualification (essential); RPA, AIIPM, CFP (desirable).
• 5-7 years’ sales experience in Life & Pensions, ideally in a broker environment.
• Strong technical knowledge of financial products.
• Proven ability to meet annual sales targets.
• Excellent interpersonal and communication skills.
• Full driving license and personal vehicle required.
• Compliance with CPD requirements.